Richard Borek is a CFP® professional with 15 years of experience in financial advising. He is currently with SC Wealth Advisors and has held roles at Secure Capital Wealth Advisors LLC and Secure Capital Management USA LLC. SC Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities by providing discretionary portfolio management and financial planning. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across various asset classes.

Mark Pesavento is a CFP® and PFS™ with 19 years of industry experience. He has worked at Forest Asset Management LLC since 2006 and previously operated his own consulting firm, Mark S. Pesavento LLC, providing business consulting, transition, and valuation services. He is also president and owner of Cleco Industrial Fasteners Inc., where he serves as outside controller. Forest Asset Management LLC advises individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation-driven investment approach using primarily passive and evidence-based mutual funds and ETFs, supported by written investment policy statements, portfolio modeling, and third-party sub-advisers.

Lori Kaminski is a CFP® credentialed advisor at Kuhn Capital Partners with nine years of industry experience. She has worked at Whitney Kuhn, LLC since 2018 and operates a sole proprietorship offering insurance sales alongside her advisory duties. Kuhn Capital Partners provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, and foundations, and manages both separately managed accounts and pooled investment vehicles with diverse strategies.

Matthew Pequet is a financial advisor at MPI Wealth Management LLC in Hinsdale, IL, holding a Series 65 designation and eight years of industry experience. He has worked with MPI Wealth Management since 2019 and previously with MPI Investment Management Inc from 2003 to 2022. MPI Wealth Management is an independent SEC-registered adviser providing discretionary portfolio management and sub-advisory services to individual and institutional clients, including high-net-worth individuals, retirement plans, and insurance companies. The firm employs fundamental and technical analysis combined with macroeconomic research to construct customized portfolios across fixed-income and equity strategies.

Terrence Heafey is a CFP® with 30 years of industry experience, currently serving at Brickwork Financial Planning, LTD in Orland Park, IL. His prior work includes roles at 4 Wealth Advisors, Inc., PURSHE KAPLAN STERLING INVESTMENTS, Inc., and A.G. Edwards & Sons, Inc. He is also a member of the Palos Consolidated Elementary School District 118 School Board. Brickwork Financial Planning provides financial planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers written analyses and implementation recommendations without discretionary portfolio management, charging fees based on fixed, hourly, or negotiated planning arrangements.

Wayne Casey is a financial advisor with Casey Wealth Management, Inc. in Orland Park, IL, holding a Series 66 designation and 24 years of industry experience. He has worked at Sammons Securities Co., LLC since 2009 and has been with Casey Wealth Management since its founding in 2002. Casey is the owner and president of Casey Wealth Management and also operates as an independent insurance agent. Casey Wealth Management provides customized financial planning, consulting, and investment management primarily to individual clients, occasionally serving pension and profit-sharing plans. The firm employs fundamental security analysis with a buy-and-hold strategy, offers non-discretionary management, and conducts quarterly portfolio reviews.

Patrick Mauro is the principal of Patrick Mauro Investment Advisor, Inc. in Oak Brook, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has led his firm since 1996. Patrick Mauro Investment Advisor, Inc. is an SEC-registered advisory firm managing portfolios for individuals, pension and profit-sharing plans, trusts, estates, and various business and charitable entities. The firm provides discretionary investment management with strategies including laddered bond portfolios and growth-and-income equity approaches, emphasizing dividend-paying companies, MLPs, REITs, and commodity ETFs.

Venkatram Krishnamurthy is a financial advisor at V2 Financial Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with V2 Financial Group since 2006. In addition to his advisory role, he has been involved with the College of Lake County since 2004. V2 Financial Group serves individual and small-business clients, including high-net-worth individuals, offering discretionary asset management and personalized portfolio construction. The firm combines modern portfolio theory with macroeconomic, technical, and behavioral analysis to manage multi-hundred-million dollar client assets through strategic and tactical investment approaches.

Graham Craig is a financial advisor at Tower Wealth Advisors, Inc. in Wheaton, IL, holding a Series 66 designation with 16 years of industry experience. He has worked at Tower Wealth Advisors since 2016, following prior roles at Robert Baird & Co. and Morgan Stanley. Tower Wealth Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm focuses on exchange-traded equities within its portfolio management and also offers assistance with 401(k) plans.

Ibrahim Galaria is the principal of Galaria Capital Management, LLC in Naperville, IL, holding the ChFC® designation and Series 66 license with 23 years of industry experience. He has been with Galaria Capital Management since 1994. Outside of advisory work, he manages a family-owned medical office property in Virginia. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation, diversification, and accommodating faith-based or socially conscious preferences when practicable.

Rajan Shah is a financial advisor at SC Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at Secure Capital Wealth Advisors LLC since 2019 and Secure Capital Management USA LLC since 2012. Outside of his advisory role, he assists clients with life insurance and annuity purchases through various insurance carriers. SC Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation investment approach and offers discretionary portfolio management, financial planning, and pension plan consulting.

Arminas Rajuncas is a financial advisor at Parkview Asset Management, Inc. with 17 years of industry experience. He has previously worked at LPL Financial and Unique Wealth Strategies, LLC. Rajuncas holds Series 63 and Series 65 licenses. Parkview Asset Management, Inc. is a two-advisor SEC-registered firm managing approximately $206 million for around 140 clients, including individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm provides discretionary portfolio management and comprehensive financial planning with a primarily long-term, client-specific investment approach using low-cost diversified mutual funds, ETFs, and individual securities when appropriate.

Samuel Hardy is a financial advisor with Cambier Capital, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at 2642 Capital, Stenger Family Office, PT Asset Management, and Performance Trust Capital Partners. Cambier Capital provides wealth management and investment services for individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and other entities. The firm offers customized portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing a long-term investment approach complemented by fundamental and technical analysis and third-party manager reviews.

Brett Rentmeester is a CFA® charterholder and president of Windrock Wealth Management in Naperville, IL, with 13 years of industry experience. He was previously employed by Altair Advisers, a Chicago-based investment advisor, until early 2013. Rentmeester is also a partial owner of Iridius Investment Advisors LLC, a private fund advisory firm focused on real estate, cross-border, and financial services investments. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors by providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm emphasizes a macroeconomic, multi-year asset-allocation framework and offers clients access to private investment opportunities alongside traditional advisory services.

Kortney Mcculley is the principal advisor at McCulley Financial Group, LLC, an independent registered investment adviser based in Westchester, IL. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. In addition to his advisory role, Mcculley is involved in several entrepreneurial ventures, including ownership of a technology company and participation in agriculture commodities investment and consulting businesses. He is also the author of a book focused on helping clients plan and organize their financial goals. McCulley Financial Group serves individuals, trusts, estates, charitable organizations, small businesses, and retirement plan clients, providing financial planning, portfolio management, and corporate retirement plan consulting. The firm offers both discretionary and non-discretionary asset management integrated with written financial plans and ongoing investment monitoring.

Roger Kadisak is a CFP® and Series 65-licensed advisor with 27 years of industry experience. He has been with Kadisak Financial Services, Inc. since 1995. The firm provides discretionary investment management and financial planning to both high-net-worth and non-HNW individual and trust clients. Kadisak Financial Services manages approximately $65.5 million across about 77 client relationships, using an actively managed, tactical asset-allocation approach focused on diversified mutual funds and ETFs.

Alzena Saleem is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Galaria Capital Management, LLC since 2012. She holds Series 63 and Series 65 licenses and is based in Naperville, IL. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation and diversification across various investment styles and sectors.

Jeffrey Coyner is a financial advisor at VIA IV Investments, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Jeffrey Jacob Holland Investments, LLC since 2013. Outside of VIA IV, he performs financial research and portfolio management full-time at HTG Capital, a firm formed from a merger with Goldenberg Hehmeyer. VIA IV Investments provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm offers diversified, custom-indexed model portfolios with periodic rebalancing and access to alternative private funds for accredited investors, alongside a digital advice program with lower minimums.

Sarah Pierce is a financial advisor at Watershed Private Wealth with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Northwestern Mutual and Creative Planning. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and pension plans, offering discretionary portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses to build customized investment programs tailored to client goals and risk tolerance.

Charles McKenna is a financial advisor at McKenna Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has operated as a sole proprietor since 2009. Outside of his advisory work, McKenna serves as a director at Wheaton Bank and Trust and Penske Motor Group, and he owns a business services company. McKenna Capital is a small advisory firm serving individual and high-net-worth clients, as well as select institutional accounts, offering portfolio management and standalone financial planning. The firm employs a combination of charting, fundamental and technical analysis, and uses a range of investment vehicles including mutual funds, ETFs, equities, and fixed income to construct portfolios tailored to documented client risk tolerances.